云数据分析公司Snowflake(SNOW)周四盘中股价大涨12.19%,至200美元上方,创下年内新高。这一强劲涨势源于公司发布的第一季度财报远超市场预期,并上调了全年业绩指引。
根据Snowflake公布的2026财年第一季度财报,公司总营收达到10.4亿美元,同比增长25.7%,超过分析师预期的10.1亿美元。其中,关键的产品营收为9.968亿美元,高于市场普遍预期的9.66亿美元。调整后每股收益为0.26美元,同样好于分析师预期的0.21美元。
更令投资者兴奋的是,Snowflake上调了全年产品营收指引,从此前的42.8亿美元提高至43.3亿美元。公司CEO Sridhar Ramaswamy强调,人工智能(AI)是Snowflake未来战略的核心,公司正致力于简化客户使用大型语言模型的流程,以加速企业AI应用的开发。
华尔街分析师纷纷对Snowflake的表现给予积极评价。多家投行上调了公司的目标股价,其中摩根士丹利将目标价从185美元上调至200美元,Jefferies维持"买入"评级并将目标价定为220美元。分析师普遍认为,这份财报印证了公司在销售体系改革和新产品策略上取得了成效。
值得注意的是,Snowflake股价自4月低点以来已反弹超37%,显示出投资者对公司在AI和数据分析领域的增长前景充满信心。
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